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Register Now!
Click on the class date of your choice for registration information:
Vienna, VA
 Washington, DC
Course Details
- PRICE: 550.00
- LENGTH:
2 days
- FIELD OF STUDY:
Personnel/HR
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Brought to you in partnership with The National Institute of Transition Planning, Inc.
THIS COURSE IS DESIGNED FOR:
Federal government employees within 10 years of their retirement eligibility date who are interested in retirement planning and making informed decisions about it.
When selecting the class, please choose the benefit system that is right for you — designated –FERS or –CSRS after the Class ID number.
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Consider steps necessary for planning for retirement
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Determine most appropriate federal benefits options and best dates to retire
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Address Thrift Savings Plan (TSP) withdrawal concerns
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Understand Social Security eligibility and survivor benefits
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Get answers to financial and tax planning questions
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Begin estate planning
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Understand the psychological aspects of retirement
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Plan a smooth transition into retirement
TOPICS COVERED:
On Day 1, the seminar is divided into separate Federal Employees Retirement System (FERS) and Civil Service Retirement System (CSRS) groups. The groups are combined on Day 2 to cover the remaining topics.
Day 1 (DIVIDED INTO FERS AND CSRS)
Federal Retirement Benefits, Insurances, Medicare and Social Security Benefits
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General understanding of the federal retirement programs
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How service is credited in the retirement computation
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Consider the “what ifs” of early retirement, discontinued service, disability, and resignation
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Select a good retirement date
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Survivor benefit election
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Timing the retirement application and what can be expected after retirement
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Federal Employees’ Group Life Insurance and Health Benefits coverage
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Medicare
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Social Security and what you can expect to receive
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Spousal and survivor’s benefits
Day 2 (COMBINED FERS AND CSRS)
Financial and Income Tax Planning and Long Term Care
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Investment strategies for retirement planning
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Tax planning issues
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TSP and IRA strategies and distributions
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What are the fund choices?
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Tax changes after retirement
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Sale of principal residence
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How to minimize taxes
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Computing the ‘tax free’ portion of your retirement benefit
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Paying down a mortgage
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Can you afford to retire?
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Estate planning concerns
LEARNING METHODS: Presentations and Discussions
We welcome spouses! Enroll your spouse at a reduced rate of $75.
Click here for additional information
If you have any questions, please call 703.790.9595 ext. 4147 or email retirementplanning@managementconcepts.com
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